Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,228 | $84,236+74.8% | $170,435-13.6% | $70,126+109.9% |
| Participation rate | 91.7% | 70.8%+20.8pp | 83.6%+8.1pp | 69.5%+22.1pp |
| Annual return | 16.28% | 23.06%-6.8pp | 205.94%-189.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $4,052 | $3,387+19.6% | $5,432-25.4% | $2,343+73.0% |
| Participant deferral / active EE | $4,607 | $3,086+49.3% | $4,939-6.7% | $3,332+38.3% |
| Admin fee / account holder | $2,211 | $5,698-61.2% | $13,881-84.1% | $4,645-52.4% |